PCE Investment Bankers | ESOP | Valuation | Advisory

Considering the benefits of an Employee Stock Ownership Plan (ESOP)? While ESOPs provide excellent benefits, it's crucial to determine if they are right for your business. Here are five essential factors to evaluate: 1. Your company's size, 2. The stability of your company's earnings, 3. The effectiveness of your management team, 4. Your company's risk profile, and 5. The potential for long-term growth. Watch our latest video to discover why these factors are critical when thinking about transitioning to an ESOP. #ESOP #employeeownership #sellingyourbusiness #ESOPUniversity #pce #video #businessstrategy #businessgrowth

What a great week at this year's NCEO Annual Conference in Tampa! The countless discussions we had with business owners and advisors were a reminder of how vibrant the ESOP community is. Special thanks to Mark Linville for sharing his knowledge about ESOP acquisitions at one of our workshops. If you couldn't make it, don't worry! Drop a comment and we'll send you the materials from that talk. Until next year! #NCEO #PCE #esop #manda #valuation

Transitioning to an ESOP marks a pivotal change for any company. But what comes after the transition? Our latest newsletter edition dives deep into the financial intricacies that businesses face post-ESOP transaction. From structuring debt repayment plans and leveraging tax benefits to effective cash flow management and handling repurchase obligations, we cover what you need to know to ensure your company thrives under employee ownership. #ESOP #FinancialManagement #EmployeeOwnership #BusinessGrowth

It's a great day at the 2024 NCEO Annual Conference! Stop by booth 19 to say hello or join us at a workshop later this afternoon: Estimating Repurchases at 1:30 with Daniel Cooper, CFA, Joseph Marx, and Danielle Foster Mastering ESOP Acquisitions at 1:30 with Will Stewart, CFA and Mark Linville #nceo #esop #manda #valuation

Live from NCEO Tampa! We're excited to be a sponsor of the NCEO annual conference in sunny Tampa, FL, and we can’t wait to connect with current ESOP leaders and those contemplating an ESOP. Stop by booth #19 to meet our team and enter to win a set of Bose Bluetooth Noise Canceling Headphones! We'd love to chat and explore ways we can help you unlock the full potential of an ESOP. #NCEO 

Join PCE at the The National Center for Employee Ownership (NCEO) Annual Conference in Tampa, FL, for an engaging workshop, Mastering ESOP Acquisitions, on Tuesday, April 30th, at 1:30 PM. This session will equip ESOP leaders with the knowledge and tools to excel in their acquisition journeys. Our expert-led session, featuring Will Stewart, CFA Stewart, a seasoned investment banker, and Mark Linville, an ESOP executive, will provide: ·        Actionable Acquisition Strategies ·        Real-World Insights ·        Interactive Learning ·        Post-Acquisition Success Whether you're a seasoned pro or just starting out, this workshop is for you!         #NCEO2024 #ESOP #MandA #Valuation

If you are thinking about selling your business or want to deepen your understanding of the market, consider exploring our glossary of key M&A terms. Our guide provides a thorough overview of important terminology, types of transactions, and crucial strategies in mergers and acquisitions. It is designed to help business owners gain a clearer understanding of these complex processes. #manda #mergersandacquisitions #exitplanning #sellingyourbusiness #businessowner

Your ESOP is up and running, but is the financial management of your ESOP firing on all cylinders? In our latest blog, we dive into four critical areas of post-ESOP financial management: 1. Strategic debt repayment 2. Tax advantages as an ESOP 3. Mastering cash flow 4. Repurchase obligation planning #esop #employeeowned #taxadvantages #cashflow #financialmanagement

Financial forecasts are more than just a crystal ball. They empower businesses to make informed decisions, improve cash flow, and attract investors. Get the details on why forecasting is a must-have tool for any business owner. #businessvaluation #valuation #financialforecast #businessdecisions #cashflow

PCE has been in Texas for the last few days at the Specialized Carriers & Rigging Association (SC&RA) Annual Conference. It's been great meeting with business owners and industry professionals. And if you're in the Austin area, the food scene is fantastic!